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Carlisle Companies

752 hedge funds and large institutions have $13.7B invested in Carlisle Companies in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 230 increasing their positions, 310 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.88% less ownership

Funds ownership: 98.89%98.01% (-0.88%)

2% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 85

8% less call options, than puts

Call options by funds: $17.4M | Put options by funds: $18.9M

1% less funds holding

Funds holding: 763752 (-11)

14% less capital invested

Capital invested by funds: $15.9B → $13.7B (-$2.19B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

26% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 310

Holders
752
Holders Change
-11
Holders Change %
-1.44%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
83
Increased
230
Reduced
310
Closed
85
Calls
$17.4M
Puts
$18.9M
Net Calls
-$1.45M
Net Calls Change
-$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
801
Thurston Springer Miller Herd & Titak
Indiana
-$261K -697 Closed
JSW
802
Journey Strategic Wealth
New Jersey
-$255K -683 Closed
IIC
803
Integrated Investment Consultants
Michigan
-$241K -646 Closed
WA
804
Waverly Advisors
Alabama
-$237K -634 Closed
BWM
805
Baron Wealth Management
Michigan
-$233K -623 Closed
DOA
806
D'Orazio & Associates
Virginia
-$228K -610 Closed
PTB
807
Pioneer Trust Bank
Oregon
-$224K -600 Closed
CFG
808
Carter Financial Group
Illinois
-$223K -599 Closed
AAS
809
Annex Advisory Services
Wisconsin
-$221K -593 Closed
MA
810
MBA Advisors
Pennsylvania
-$221K -592 Closed
CWP
811
Cyndeo Wealth Partners
Florida
-$212K -569 Closed
GL
812
Gerber LLC
Ohio
-$212K -569 Closed
JIC
813
Joel Isaacson & Co
New York
-$208K -556 Closed
CWG
814
Cornerstone Wealth Group
North Carolina
-$205K -549 Closed
WIC
815
Woodmont Investment Counsel
Tennessee
-$204K -546 Closed
WPC
816
Wedmont Private Capital
Pennsylvania
-$224K -542 Closed
KCM
817
Kornitzer Capital Management
Kansas
-$202K -540 Closed
AWM
818
Aprio Wealth Management
Georgia
-$201K -539 Closed
NAAA
819
New Age Alpha Advisors
New York
-$140K -375 Closed
GWM
820
Gitterman Wealth Management
New Jersey
-$96.3K -258 Closed
AI
821
AdvisorShares Investments
Maryland
-$31K -83 Closed
TCM
822
Traub Capital Management
Massachusetts
-$28K -75 Closed
OWA
823
Opal Wealth Advisors
New York
-$26.5K -71 Closed
GC
824
GFG Capital
Florida
-$25K -67 Closed
MYIA
825
Mount Yale Investment Advisors
Colorado
-$24.6K -66 Closed

CSL Hedge Fund Activity: Q3 2025 in Review

752 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q3 2025, worth a combined $13.7B — down 14% from $15.9B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of CSL and 83 opened new positions — a net loss of 2 holders — while 310 trimmed existing stakes and 230 added.

The largest buyer was Bank of New York Mellon, adding an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $274M.

  • 752 institutional investors held Carlisle Companies (CSL) as of Q3 2025, down from 763 in Q2 2025.
  • Funds reported $13.7B of Carlisle Companies stock for Q3 2025, down 14% quarter-over-quarter.
  • 83 funds opened new Carlisle Companies positions in Q3 2025 and 85 closed out, a net change of -2 holders.
  • The largest Carlisle Companies buyer in Q3 2025 was Bank of New York Mellon, an estimated $213M added.
  • The largest Carlisle Companies seller in Q3 2025 was Fidelity Investments, an estimated $274M sold.

Based on aggregated 13F filings for Q3 2025.